TS
TS

Tito Shane

11 Years of Experience
Brownsville, TX
Broker

Tito Shane is a registered investment advisor at Wells Fargo Advisors, based in Brownsville, TX, with 11 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

1534 East 6th Street Suite 101, [Satellite], Brownsville, TX, 78520

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Tito performs bookkeeping for a family logistics business, dedicating about 10-20% of his time. He also owns Shane Wealth Management LLC, spending nearly full-time on this investment-related activity.

Employment History
Current Registrations
Wells Fargo Advisors
March 2023 - Present · 3 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2016 - March 2023 · 6 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
September 2016 - March 2023 · 6 yrs 6 mos
AXA Advisors, LLCBroker
October 2013 - January 2016 · 2 yrs 3 mos
State Registrations29 states
AKALARAZCACOCTFLGAHIIAIDILKSLAMIMONCNMOHOKORPATNTXUTVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.